Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricCCFEVYMWinner
Expense Ratio0.95%0.04%
AUM$39M$79.0B
Dividend Yield0.02%2.86%
Holdings24568
YTD Return+6.81%+15.80%
1Y Return+15.47%+26.12%
3Y Return (annualized)-+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)22.8%14.6%
Max Drawdown-21.1%-58.8%
Fund FamilyConcourse CapitalVanguard (US)
CategoryEquityEquity
InceptionJun 11, 2025Nov 10, 2006

CCFE vs VYM Performance

Concourse Capital Focused Equity ETF (CCFE) is a ETF from Concourse Capital and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CCFE returned +15.47% while VYM returned +26.12%. Year to date, CCFE is up 6.81% versus a gain of 15.80% for VYM.

Risk: Volatility and Drawdowns

CCFE has been the more volatile fund, with annualized monthly volatility of 22.8% compared with 14.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -21.1% for CCFE and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

CCFE charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, CCFE currently yields 0.02% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

CCFE and VYM share 2 holdings out of 578 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CCFEWeight in VYMDifference
AAP7.93%0.01%7.92%
VFC3.86%0.03%3.83%

Frequently Asked Questions

Which is cheaper, CCFE or VYM?

CCFE has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, CCFE or VYM?

Over the past year CCFE returned +15.47% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), CCFE annualized +14.01% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, CCFE or VYM?

CCFE has been the more volatile fund at 22.8% annualized versus 14.6% for VYM. Worst drawdown: CCFE -21.1% vs VYM -58.8%.

Should I hold both CCFE and VYM?

CCFE and VYM have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between CCFE and VYM?

CCFE and VYM share 2 common holdings with a 0.0% weight overlap. Combined, they hold 578 unique securities.

Which pays a higher dividend, CCFE or VYM?

CCFE yields 0.02% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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